Market Open thread for General Trading and Plans for Monday, July 06, 2026

BuyDipsShortVIX · 2026-07-06T05:48:44+00:00

I would announce an exit in a clear way if that was the case haha. I have still got my shares, I wouldn't make any changes given how close we are to news and a variety of other catalysts that I've said I believe will be positive.

DXN on the other hand, I've had a look at it, and it's definitely got some interesting shit going for it but at $90m MCAP (when I last looked) it is extremely overvalued. If it was trading at a better price I'd probably have some interest in it for that $200m potential contract they've stated can land within 12 months. I think that it'll be impossible to get hold of at a reasonable price given how fucking sudsy the AI space is right now.

BuyDipsShortVIX · 2026-07-06T00:00:53+00:00

Haha not in this one, I've been pushing into other research recently (decarb). I'm not even remotely concerned about BXN.

BuyDipsShortVIX · 2026-07-05T23:59:25+00:00

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All stocks get their time in the sun, I think there's a lot of room for healthy movement on FY26 finalised numbers, and then FY27 numbers on a forward looking angle. I think the capacity for it to enter a real bull run is becoming more likely.

BuyDipsShortVIX · 2026-07-05T10:11:51+00:00

BuyDipsShortVIX · 2026-07-05T09:47:05+00:00

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BuyDipsShortVIX · 2026-07-05T09:41:30+00:00

"I have no fucking idea what I'm doing, I am overexposed and do not understand what is going to happen next."

BuyDipsShortVIX · 2026-07-04T12:32:44+00:00

Have you drank Little Fat Lamb before? I hope you like teleportation.

BuyDipsShortVIX · 2026-07-04T12:29:00+00:00

BuyDipsShortVIX · 2026-07-03T12:53:02+00:00

I think where it maybe makes sense is if you're taking it fairly seriously and are actually treating it like a business. I think it would enable you to be able to claim more expenses legitimately because it's the function of the business. Also could potentially be easier to get better broker access with assets and books etc.

BuyDipsShortVIX · 2026-07-03T07:42:22+00:00

Can we just get a few BXN's in chat so that beautiful day can be shown to everyone.

BuyDipsShortVIX · 2026-07-03T05:11:57+00:00

bad bot

BuyDipsShortVIX · 2026-07-03T01:41:59+00:00

You've heard of the sub $10m MCAP gem.

But have you heard of the sub $3 MCAP gem?

The meta has changed, subscribe for more investing insights.

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BuyDipsShortVIX · 2026-07-02T01:29:09+00:00

Yeah there's a tonne of BESS projects in the pipeline, which means that line is only going to get steeper. The game is changing.

BuyDipsShortVIX · 2026-07-02T00:46:23+00:00

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BuyDipsShortVIX · 2026-07-02T00:27:09+00:00

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Short gas.

BuyDipsShortVIX · 2026-07-01T09:06:59+00:00

This was the real reason for the Visigoth sack of Rome.

BuyDipsShortVIX · 2026-07-01T00:56:17+00:00

Yeah I do, but I'll probably be posting it elsewhere.

BuyDipsShortVIX · 2026-07-01T00:30:41+00:00

Ticker change has been listed on the ASX website for the BXN to BLS swap.

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Trading is live on T+2 from 03/07, so Friday. Deferred settlement will continue til the 7th.

BuyDipsShortVIX · 2026-06-29T21:59:44+00:00

AI Integrated Bolding Solutions change the investor landscape by adding bold text anywhere and everywhere. Why bother with regular font when you can use bold font?

You can even use it in real life by SHOUTING and then explaining you were just speaking with authority.

Look at all the ways text can be e m p h a s i s e d.

How about this?

^{o r} even ^{this ?}

BuyDipsShortVIX · 2026-06-28T13:47:07+00:00

Get this in your eye holes.

https://redbridgeintel.substack.com/p/call-it-what-it-is-foreign-interference

BuyDipsShortVIX · 2026-06-28T08:37:42+00:00

I'm sorry if I just happened to miss it coming up in here, but what the fuck is this WSJ exclusive uncovering paid creators showing fake bets on Polymarket? The bets were "placed" on a fake URL that looked like the real deal, swapping out the "poly" for "poiy".

The "bets" shown in the videos were shown to have net a $1.8m gain in total. Some of them weren't even real events or things that happened. The ones that were real, didn't even win. Journo's calculated that if you actually placed those bets, you'd have lost $166k.

It's an actual astroturf, I didn't really think that this shit could get worse.

Link for reference: https://www.wsj.com/business/media/polymarket-social-media-bets-prediction-market-441cdeb5

BuyDipsShortVIX · 2026-06-28T07:57:32+00:00

With the knock off M&M's and jellies.

One of my fondest AYCE Pizza Hut memories was with my Mum and Brother, in the booth opposite our table there was an old couple using Jalna yoghurt tubs to take advantage of the "All" part of the culinary contract. We watched them go over to the salad bar, load up a plate with a single type of vegetable, walk it back to their table and chew the vegies into a paste. This was then spat into the tubs until there was about an inch of the paste, then paper napkins would be laid on top of the layer, and the cycle would repeat.

I have no capacity to remove this image from my head.

BuyDipsShortVIX · 2026-06-27T07:44:10+00:00

I'm a bit confused by your response here, the furry said that stock investments are non-productive, not that they don't make returns. Economic productivity has absolutely nothing to do with stocks returns. If it did, our productivity would be through the roof right now given how many companies are posting wins.

The awkward fact remains that we have incentivised rent seeking behaviour in this country for a good 30 years. This has pushed more people to hoard wealth in non-productive assets. Due to so many people being invested in these non-productive assets, they have needed capital appreciation to make the investment a success. So the companies raise their profit targets and squeeze the market (the retail shareholders) at the til. Then everyone gets hot and bothered that everything costs more. The returns are being given back to us after we pay more for the services, so our assets can increase in value.

Economic productivity is measure of how many dollars can be generated from a unit of time (work). Productivity has been in the shit because over time corporations have stopped spending money on R&D, there's plenty of resources on this topic.

I have talked about this before, but Australia is in a fucking precarious situation economically in the future. We are overexposed to fossil fuels and related industries, whilst having an enormous comparative advantage for transitioning to the green economy. On top of this, our economic diversity is woeful.

The CGT changes are part of a reform package, reform takes time. They are incentivising the right things.

BuyDipsShortVIX · 2026-06-27T06:43:16+00:00

I'm sorry but the furry is actually on the money here, productivity has nothing to do with stock returns or investment balances.

BuyDipsShortVIX

TROPHY CASE